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Journey

Follow the patient from first inquiry to lifetime value.

Most practices can count new patients and count revenue, and see nothing in between. TruVue lays out the whole path and marks the step where people fall out of it.

In plain terms

What is patient journey tracking?

Office managersFront desk leadsPractice ownersPatient experience teams

Patient journey tracking follows one person through every stage of their relationship with a practice, from the first inquiry to the appointment, the visit, the rebooking and the referral they eventually send. It reports the conversion rate between each pair of stages, which is what turns a vague sense that something is leaking into a specific step you can fix. The value is in the gaps, not the totals.

  • Every stage is measured against the one before it. A drop from inquiry to booked is a front desk problem. A drop from booked to arrived is a reminder problem.
  • Lifetime value sits at the end of the path. A patient is worth what they return for, not what their first visit billed.
  • Lapsing patients surface before they are gone. The gap since last visit is a leading indicator, and it is visible while you can still act on it.
  • No-shows and cancellations are stages, not noise. They are the two places a booked patient stops being revenue.
The problem

What this fixes in a clinic.

Inquiries disappear between the phone and the schedule

Somebody called, somebody meant to call back, and nobody can tell you how often that happens or what it costs.

The practice is busy but not growing

New patients arrive and quietly do not come back, and the schedule stays full enough that nobody notices for a year.

Rebooking depends on who is at the desk

Whether a patient leaves with their next appointment is a habit, not a measured step, so it drifts.

Reactivation is a project, not a routine

Lapsed patient lists get built when someone has a slow week, from a report nobody trusts.

How it works

How TruVue builds the journey.

Start at the inquiry

Every call, form, chat and referral becomes a dated record with a source, before anyone has decided it is real.

Track the booking and the visit

Booked, arrived, cancelled and no-show are separate outcomes, because the fix for each one is different.

Measure the return

Rebooking rate, visit frequency and the gap since last visit turn a patient into a trend rather than a row.

Close the loop with value and referral

Lifetime value and referrals sent are attached back to the source that acquired the patient in the first place.

What you see

Open it, and the answer is already there.

truvue.co/app/patient-journey · sample data

Lead to Lifetime

Rolling 12 months
Inquiries
612 +7%
Booked
298 +4%
Arrived
241 -2%
Rebooked
137 +6%
Stage to stage conversionSample
Inquiry to booked49%
Booked to arrived81%
Arrived to second visit57%
Second to fourth visit68%
Patient to referrer14%

Sample view with illustrative figures. Your dashboards are built from your own connected data.

Outcomes

What changes once the journey is visible.

Recovery

The leak has an address

Instead of a general worry about growth, you get one stage with a number attached and a team that owns it.

Retention

Lapsing patients are contacted while they are still yours

Reactivation becomes a standing list that refreshes, not a project someone remembers to run.

Planning

Capacity is planned against real conversion

If you know what share of inquiries become visits, you know how many inquiries next quarter needs.

Questions

Frequently asked.

Still deciding? A demo runs on your own numbers, not a canned tour.

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What stages does TruVue track?

Inquiry, booked, arrived, converted, retained, rebooked and referred, with lifetime value attached at the end. The stages are configured to match how your practice actually books and follows up.

How do you spot a patient who is about to lapse?

By the gap between visits compared to that patient's own pattern and the pattern of similar patients, so the flag appears while an outreach still works rather than after the patient is gone.

Is this the same as a CRM?

No. A CRM holds contacts and the outreach you send them. Journey tracking measures what happened at each stage across the whole patient base, and reads from the systems you already use rather than asking staff to maintain another one.

Can we see the journey by provider or by location?

Yes. Every stage can be filtered by location and by provider, which is usually where the reason for a drop off becomes obvious.

Keep reading

Related functions and reading.

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See Patient Journey on your own data.

A personalized walkthrough, or a conversation with an account concierge about your practice.

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